Sonic Automotive, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.35 M | $137.44 M | 100.00% | 6.91% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.70 M | $99.66 M | -2.04% | 5.01% |
| VANGUARD GROUP INC | 11/13/2024 | 1.54 M | $89.90 M | -1.01% | 4.52% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 824,686 | $48.23 M | -5.85% | 2.43% |
| MACQUARIE GROUP LTD | 11/14/2024 | 761,587 | $44.54 M | 37.16% | 2.24% |
| STATE STREET CORP | 11/14/2024 | 689,243 | $40.51 M | 0.21% | 2.03% |
| INVESCO LTD. | 11/12/2024 | 625,117 | $36.56 M | 6.48% | 1.84% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 578,559 | $33.83 M | -2.91% | 1.70% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 458,142 | $26.79 M | 0.34% | 1.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 383,138 | $22.41 M | -2.20% | 1.13% |
| TOWLE & CO | 11/14/2024 | 372,799 | $21.80 M | -2.60% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 333,642 | $19.52 M | 0.09% | 0.98% |
| MORGAN STANLEY | 11/14/2024 | 302,500 | $17.69 M | 18.12% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 263,514 | $15.41 M | 44.48% | 0.78% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 261,591 | $15.30 M | -9.20% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 239,351 | $14.00 M | -5.56% | 0.70% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 221,719 | $12.97 M | -2.41% | 0.65% |
| J. GOLDMAN & CO LP | 11/14/2024 | 130,139 | $7.61 M | -35.18% | 0.38% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 127,449 | $7.45 M | -19.63% | 0.37% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 117,506 | $6.87 M | 100.00% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 106,380 | $6.22 M | -11.07% | 0.31% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 95,925 | $5.61 M | -1.95% | 0.28% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 95,477 | $5.58 M | -5.09% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 86,500 | $5.06 M | -2.62% | 0.25% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 84,986 | $4.97 M | -19.06% | 0.25% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 76,834 | $4.22 M | -2.64% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 76,609 | $4.48 M | 82.04% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 68,839 | $4.03 M | -6.29% | 0.20% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 62,335 | $3.65 M | 100.00% | 0.18% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 57,785 | $3.38 M | -3.17% | 0.17% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 56,526 | $3.31 M | -8.04% | 0.17% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 55,383 | $3.24 M | 124.66% | 0.16% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 54,100 | $3.16 M | -15.47% | 0.16% |
| JPMORGAN CHASE & CO | 12/26/2024 | 53,231 | $3.11 M | 68.55% | 0.16% |
| FMR LLC | 11/13/2024 | 52,259 | $3.06 M | 15.01% | 0.15% |
| FORMULA GROWTH LTD | 11/13/2024 | 50,800 | $2.97 M | 0.00% | 0.15% |
| RHUMBLINE ADVISERS | 11/12/2024 | 48,167 | $2.82 M | -1.06% | 0.14% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 47,961 | $2.80 M | 55.46% | 0.14% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 47,743 | $2.79 M | -31.70% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 45,129 | $2.64 M | 64.00% | 0.13% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 42,438 | $2.48 M | -12.24% | 0.12% |
| DENALI ADVISORS LLC | 11/13/2024 | 41,243 | $2.41 M | -14.26% | 0.12% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 40,422 | $2.36 M | -23.71% | 0.12% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 39,434 | $2.31 M | -2.99% | 0.12% |
| TEEWINOT CAPITAL ADVISERS, L.L.C. | 11/14/2024 | 39,260 | $2.30 M | 0.00% | 0.12% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 35,242 | $2.06 M | -58.15% | 0.10% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 33,075 | $1.93 M | -52.35% | 0.10% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 32,235 | $1.89 M | 163.68% | 0.09% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 30,918 | $1.81 M | -5.50% | 0.09% |
| SWISS NATIONAL BANK | 11/07/2024 | 29,900 | $1.75 M | -1.64% | 0.09% |
Sonic Automotive, Inc.institutional Ownership - FAQ's
During the previous two years, 277 institutional investors and hedge funds held shares of Sonic Automotive, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 2.35 M
DIMENSIONAL FUND ADVISORS LP: 1.7 M
VANGUARD GROUP INC: 1.54 M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC: 824,686
MACQUARIE GROUP LTD: 761,587
STATE STREET CORP: 689,243
45.58% of Sonic Automotive, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 23.63 M shares in the last 24 months. This purchase volume represents approximately $1.48 B in transactions.